CFCI

Comprehensive Financial Consultants Institutional Portfolio holdings

AUM $323M
1-Year Est. Return 14.33%
This Quarter Est. Return
1 Year Est. Return
+14.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.8M
3
+$3.26M
4
JPM icon
JPMorgan Chase
JPM
+$3.26M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.17M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.2%
2 Financials 9.96%
3 Healthcare 8.92%
4 Industrials 7.56%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4K ﹤0.01%
+193
402
$4K ﹤0.01%
+90
403
$4K ﹤0.01%
+200
404
$4K ﹤0.01%
+108
405
$4K ﹤0.01%
+115
406
$4K ﹤0.01%
+252
407
$3K ﹤0.01%
+800
408
$3K ﹤0.01%
+70
409
$3K ﹤0.01%
+78
410
$3K ﹤0.01%
+105
411
$3K ﹤0.01%
+110
412
$3K ﹤0.01%
+42
413
$3K ﹤0.01%
+78
414
$3K ﹤0.01%
+11
415
$3K ﹤0.01%
+60
416
$3K ﹤0.01%
+65
417
$3K ﹤0.01%
+120
418
$3K ﹤0.01%
+215
419
$3K ﹤0.01%
+27
420
$2K ﹤0.01%
+1
421
$2K ﹤0.01%
+32
422
$2K ﹤0.01%
+104
423
$2K ﹤0.01%
+27
424
$2K ﹤0.01%
+15
425
$2K ﹤0.01%
+30
15 16
17
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